COLUMBIA ADVISORY PARTNERS LLC

CIK 0001808179 · SPOKANE, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

COLUMBIA ADVISORY PARTNERS LLC reported 111 positions worth $181.3M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: QGRW (15.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$181.3M
2026 Q2
Positions
111
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.2%
Est. Net Flow (Q)
2026 Q2
10 / 111 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1QGRWWISDOMTREE TRSH$28.8M15.90%436,638
2DGRWWISDOMTREE TRSH$22.0M12.11%229,630
3JVALJ P MORGAN EXCHANGE TRADED FSH$9.7M5.35%165,339
4BUFBINNOVATOR ETFS TRUSTSH$7.4M4.08%188,191
5WTVWISDOMTREE TRSH$6.8M3.74%66,582
6XMMOINVESCO EXCHANGE TRADED FD TSH$5.5M3.03%32,238
7MTUMISHARES TRSH$5.4M3.00%15,883
8DGRSWISDOMTREE TRSH$4.7M2.60%79,482
9BUFFINNOVATOR ETFS TRUSTSH$4.1M2.24%76,934
10DDWMWISDOMTREE TRSH$3.9M2.16%84,667

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does COLUMBIA ADVISORY PARTNERS LLC hold as of Q2 2026?

COLUMBIA ADVISORY PARTNERS LLC reported 111 positions worth $181.3M in its Q2 2026 13F filing. Largest positions: QGRW (15.9%), DGRW (12.1%), JVAL (5.3%), BUFB (4.1%) and WTV (3.7%).

What did COLUMBIA ADVISORY PARTNERS LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did COLUMBIA ADVISORY PARTNERS LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.